To strengthen its wealth management services, Apex Fintech Solutions has acquired a portfolio management company specializing in automated rebalancing and investment allocation tools for financial advisors. The fintech company announced the acquisition of AdvisorArch, aiming to strengthen its RIA management and execution platform with a suite of digital advisory tools.
that much
take over
take over
Acquisition means acquiring, possessing, or securing property, services, or capabilities. Simply put, it is the act or process of acquiring or acquiring something. You can acquire a work of art, the ability to speak another language, business or stock in a company, or the services of an accountant. For example, you could buy a new car. In a broad sense, acquisition can mean the act of taking ownership or possession of something. there
Acquisition means acquiring, possessing, or securing property, services, or capabilities. Simply put, it is the act or process of acquiring or acquiring something. You can acquire a work of art, the ability to speak another language, business or stock in a company, or the services of an accountant. For example, you could buy a new car. In a broad sense, acquisition can mean the act of taking ownership or possession of something. there
Read these terms It aims to strengthen Apex’s offering by integrating AdvisorArch’s suite of digital advisory tools. These tools allow property management companies to streamline processes and deliver exceptional customer experiences at scale.
AdvisorArch’s automated rebalancing capabilities help advisors, fintechs, and retail investors standardize investment allocations through model management and automate the rebalancing process to increase efficiency.
“AdvisorArch solves a critical pain point that provides meaningful benefits to midsize RIAs,” said Priya Malani, founder and CEO of StashWealth. “This platform allows us to easily rebalance all our accounts across multiple models with just a few clicks, saving us a ton of time.”
The platform supports tax loss harvesting, direct indexing, fractional stock trading and concentrated position management and integrates seamlessly with the advisor’s existing portfolio management tools.
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Apex CEO Bill Capuzzi fintech
fintech
Financial technology (fintech) is defined as any technology that automates and enhances the provision and application of financial services. The origin of the term fintech dates back to the 1990s when it was mainly used as a back-end system technology for famous financial institutions. However, it has since grown outside the business sector due to its growing focus on consumer services. What purpose does fintech serve?The main purpose of fintech is to provide customer service.
Financial technology (fintech) is defined as any technology that automates and enhances the provision and application of financial services. The origin of the term fintech dates back to the 1990s when it was mainly used as a back-end system technology for famous financial institutions. However, it has since grown outside the business sector due to its growing focus on consumer services. What purpose does fintech serve?The main purpose of fintech is to provide customer service.
Read these terms Solutions highlighted the company’s commitment to adapting its fintech brokerage services to meet the evolving needs of the next generation of financial advisors.
“This acquisition strategically fills a critical gap in our platform, providing access to the most advanced, customizable and scalable rebalancing and direct indexing solutions on the market,” he said.
This acquisition will give financial advisors industry-leading capabilities to access the index directly with no minimum account size or transaction amount.
“Our deep integration with Apex’s RIA custody and execution platform allows traditional advisors and fintechs to seamlessly automate their rebalancing processes while also providing additional services such as tax loss capture capabilities and direct indexing,” said former Co-CEO Mike Kerins. “You will be able to do it,” he said. AdvisorArch, who joined the Apex team, commented on the integration.
Apex Fintech Solutions pays attention to US IPO
Apex Fintech Solutions has reignited the appetite for IPOs in the United States. The company announced its intention to list in December by confidentially filing a draft registration statement with the Securities and Exchange Commission.
The move comes after Apex Fintech Solutions closed its planned SPAC merger deal in 2021. This initially paved the way for the company to become a public company. The company has confirmed its IPO plans, but specific details about the number of shares and price have not yet been disclosed.
In addition to its IPO plans, Apex Fintech Solutions has been actively expanding its products and partnerships. In 2023, the company’s subsidiary, Apex Silver, partnered with publicly traded fintech company Broadridge Financial Solutions to provide a comprehensive solution for cost-based processing and tax information reporting for the financial services industry.
Additionally, in 2022, the New York State Department of Financial Services approved the application for a virtual currency license, known as BitLicense, by Apex Crypto LLC, the cryptocurrency-related subsidiary of Apex Fintech Solutions. This approval allows Apex Crypto LLC to diversify the company’s offerings by operating in the fast-growing cryptocurrency space.
To strengthen its wealth management services, Apex Fintech Solutions has acquired a portfolio management company specializing in automated rebalancing and investment allocation tools for financial advisors. The fintech company announced the acquisition of AdvisorArch, aiming to strengthen its RIA management and execution platform with a suite of digital advisory tools.
that much
take over
take over
Acquisition means acquiring, possessing, or securing property, services, or capabilities. Simply put, it is the act or process of acquiring or acquiring something. You can acquire a work of art, the ability to speak another language, business or stock in a company, or the services of an accountant. For example, you could buy a new car. In a broad sense, acquisition can mean the act of taking ownership or possession of something. there
Acquisition means acquiring, possessing, or securing property, services, or capabilities. Simply put, it is the act or process of acquiring or acquiring something. You can acquire a work of art, the ability to speak another language, business or stock in a company, or the services of an accountant. For example, you could buy a new car. In a broad sense, acquisition can mean the act of taking ownership or possession of something. there
Read these terms It aims to strengthen Apex’s offering by integrating AdvisorArch’s suite of digital advisory tools. These tools allow property management companies to streamline processes and deliver exceptional customer experiences at scale.
AdvisorArch’s automated rebalancing capabilities help advisors, fintechs, and retail investors standardize investment allocations through model management and automate the rebalancing process to increase efficiency.
“AdvisorArch solves a critical pain point that provides meaningful benefits to midsize RIAs,” said Priya Malani, founder and CEO of StashWealth. “This platform allows us to easily rebalance all our accounts across multiple models with just a few clicks, saving us a ton of time.”
The platform supports tax loss harvesting, direct indexing, fractional stock trading and concentrated position management and integrates seamlessly with the advisor’s existing portfolio management tools.
Unlock additional benefits
Apex CEO Bill Capuzzi fintech
fintech
Financial technology (fintech) is defined as any technology that automates and enhances the provision and application of financial services. The origin of the term fintech dates back to the 1990s when it was mainly used as a back-end system technology for famous financial institutions. However, it has since grown outside the business sector due to its growing focus on consumer services. What purpose does fintech serve?The main purpose of fintech is to provide customer service.
Financial technology (fintech) is defined as any technology that automates and enhances the provision and application of financial services. The origin of the term fintech dates back to the 1990s when it was mainly used as a back-end system technology for famous financial institutions. However, it has since grown outside the business sector due to its growing focus on consumer services. What purpose does fintech serve?The main purpose of fintech is to provide customer service.
Read these terms Solutions highlighted the company’s commitment to adapting its fintech brokerage services to meet the evolving needs of the next generation of financial advisors.
“This acquisition strategically fills a critical gap in our platform, providing access to the most advanced, customizable and scalable rebalancing and direct indexing solutions on the market,” he said.
This acquisition will give financial advisors industry-leading capabilities to access the index directly with no minimum account size or transaction amount.
“Our deep integration with Apex’s RIA custody and execution platform allows traditional advisors and fintechs to seamlessly automate their rebalancing processes while also providing additional services such as tax loss capture capabilities and direct indexing,” said former Co-CEO Mike Kerins. “You will be able to do it,” he said. AdvisorArch, who joined the Apex team, commented on the integration.
Apex Fintech Solutions pays attention to US IPO
Apex Fintech Solutions has reignited the appetite for IPOs in the United States. The company announced its intention to list in December by confidentially filing a draft registration statement with the Securities and Exchange Commission.
The move comes after Apex Fintech Solutions closed its planned SPAC merger deal in 2021. This initially paved the way for the company to become a public company. The company has confirmed its IPO plans, but specific details about the number of shares and price have not yet been disclosed.
In addition to its IPO plans, Apex Fintech Solutions has been actively expanding its products and partnerships. In 2023, the company’s subsidiary, Apex Silver, partnered with publicly traded fintech company Broadridge Financial Solutions to provide a comprehensive solution for cost-based processing and tax information reporting for the financial services industry.
Also in 2022, the New York State Department of Financial Services approved the application for a virtual currency license, known as BitLicense, by Apex Crypto LLC, the cryptocurrency-related subsidiary of Apex Fintech Solutions. This approval allows Apex Crypto LLC to diversify the company’s offerings by operating in the fast-growing cryptocurrency space.